Steven Mais (CRD# 710902) is an Investment Advisor Representative working at The Chartist in Los Alamitos, CA and has over 40 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Chartist | Los Alamitos, CA | Mar 1992 - Current | 32 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1983 |
| S65 | NASAA Investment Advisors Law Examination | Jan 1994 |
- CA
-
Total Assets Under Management185MILLIONS
-
Total Number of Accounts471ACCOUNTS
-
Average Account Value$393,637
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
CA, FL, MA, NY, PA, TX, VA
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